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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-09 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University Of Pennsylvania | West Chester | PA | 08/2018 | 05/2022 |
| Princeton University | Princeton | NJ | 06/2019 | 08/2019 |
| County Line Fence And Outdoor Products | Warminster | PA | 05/2021 | 01/2022 |
| Diamond Ridge Day Camp | Doylestown | PA | 07/2021 | 08/2021 |
| Stifel Finacial Corp. | West Chester | PA | 05/2022 | 04/2024 |
| Fidelity Investments | Philadelphia | PA | 04/2024 | Present |
| Unemployed | Doylestown | PA | 04/2014 | 10/2016 |
| None Such Farmers Market | Buckingham | PA | 11/2016 | 05/2017 |
| Justfood | Buckingham | PA | 05/2017 | 05/2018 |
| Unemployed | Doylestown | PA | 05/2018 | 05/2019 |
| Unemployed | Doylestown | PA | 08/2019 | 05/2021 |
| Unemployed | Doylestown | PA | 01/2022 | 05/2022 |
| Opa Taverna | Doylestown | PA | 09/2021 | 11/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
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